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Could the AI megacap bubble burst?
JP Morgan boss Jamie Dimon and the Bank of England are the latest voices to warn that the stock market is saturated with AI megacaps, and the bubble is at risk of bursting
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Is Nvidia overvalued?
Nvidia is the world’s largest company and the first ever to be worth over $4 trillion. But despite being the undisputed leader in artificial intelligence, can it justify this valuation?
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Investors have overlooked emerging markets' top innovators
Opinion Carlos Hardenberg, portfolio manager, Mobius Investment Trust, highlights three emerging market stocks where he’d put his money
Opinion -
Investors should cheer the coming nuclear summer
The US and UK have agreed a groundbreaking deal on nuclear power, and the sector is seeing a surge in interest from around the world. Here's how you can profit
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'Gen Z is facing an AI jobs bloodbath'
Opinion It has always been tough to get your first job, but this year, it's proving tougher than ever. AI is to blame, says Matthew Lynn
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Nvidia's shares gain on OpenAI investment
An investment into the ChatGPT maker appears to guarantee that Nvidia will continue to benefit from the AI giant’s demand for computing resource
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Small UK industrial stocks are hidden gems
Opinion Ed Wielechowski of the Odyssean Investment Trust highlights three of his favourite British small-cap industrial stocks
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Aurora Innovation is running on empty – is it overvalued?
Aurora Innovation, a maker of self-driving trucks, may have promised far more than it can deliver
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Is it time to ride the recovery in emerging markets?
Interview What's the outlook for emerging markets? Gustavo Medeiros, head of research at Ashmore Group, gives his analysis and reviews progress in developing economies
Interview
